Add/Edit Client Details and Claim Information

In an IME, section Client Details provides general information about the matter and claim. Important information is included in this section, along with its relevant details, which are as follows:

• PIC 1: the main person in charge of looking after this case

  • PIC 1 is set to the staff that created the case by default, it can be changed as needed

• Request Date: the date when the MLP receives the request for an IME and report

  • Request Date is set by default when the case is created, it can be changed as needed

• Client: the individual being examined/written for the report

• Type of Claim/Type of Report: categorization of the report

Tip: Type of Claim and Type of Report values can be updated in APP SETTINGS > Value List. It is recommended to organise both values to help (1) identify what reports specialists can/can’t write (2) identify and apply an appropriate fee (for the accounts team).

In Kawaconn, you can create User Accounts to store company and contact information to reuse for future cases. The following fields store user accounts in Claim Details:

• Client

How to Add/Edit a Client in a Case

1. Click Client Details option in the right navigation menu.

2. In section Claim Information, hover over Client’s Add/Edit and select:

   • Add Client - creates a new client

   • Edit Client - updates an already existing client

3. A new user account page opens. Fill in the fields, where required (in General Information).

4. Click Save and the newly created account gets added to the case.

Tip: In a User Account, click View changes to view all changes made to any related details.